RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Access Financial Services, Inc.$373,229$273,179,938$396,692$273,576,630
2Accredited Investors Wealth Management$511,598$1,791,269,253$78,108,609$1,869,377,862
3All Terrain Financial Advisors$404,240$260,288,116$6,510,214$266,798,330
4Allodium Investment Consultants, Llc$470,514$255,489,316$255,489,316
5Bgm Wealth Partners$769,748$402,446,942$5,519,410$407,966,352
6Caissa Wealth Strategies$313,941$125,267,170$11,297,100$136,564,270
7Enspyre Wealth Advisors, Inc.$452,273$102,213,699$102,213,699
8Envoi Llc$1,672,257$1,690,652,000$1,690,652,000
9Epiq Partners, Llc$552,150$131,548,472$21,949,361$153,497,833
10Excelsior Investors$389,301$101,595,258$16,362,961$117,958,219
11Fiduciary Counselling Inc$3,867,596$2,473,741,111$3,277,374,544$5,751,115,655
12Gs Investment Inc$918,961$164,871,364$1,460,543$166,331,907
13Guardian Wealth Advisors, Llc$291,943$84,306,000$65,169,000$149,475,000
14Laurel Wealth Planning$250,356$152,153,031$9,326,712$161,479,743
15Marquette Wealth Management$1,832,987$705,700,000$705,700,000
16Meristem Family Wealth$5,601,116$1,508,315,042$1,729,129,967$3,237,445,009
17Navpoint Financial, Inc.$1,826,307$399,796,256$20,254,259$420,050,515
18Nicollet Investment Management, Inc.$433,882$260,329,115$260,329,115
19Prairieview Partners, Llc$1,738,712$530,649,585$3,134,939$533,784,524
20Silveroak Wealth Management Llc$602,039$703,387,493$56,987,302$760,374,795
21Somerset Group Llc$578,397$131,277,086$19,016$131,296,102
22Tealwood Asset Management$413,798$388,142,909$388,142,909
23Ulland Investment Advisors$660,410$297,844,687$297,844,687
24Waypoint Capital Advisors, Llc$957,726$190,761,166$2,699,481$193,460,647
25White Oaks Wealth Advisors, Inc.$1,462,429$390,819,894$2,573,476$393,393,370

Showing 1 to 25 of 25 entries

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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on January 15, 2020.